folk CRM Review 2023: Best CRM for SMBs?

What are the Limitations of folk CRM?

Let’s face it, even a beautiful rose has thorns.

There are some limitations to consider when deciding if folk CRM is the right fit for you.

These include:

• Limited marketing options
• Not many reporting or analytics capabilities
• Limited tools for large sales teams
• No mobile app (yet)

While folk CRM is an impressive platform for managing relationships, it lacks the powerful sales and marketing tools of some larger (and more expensive) platforms.

folk CRM Integrations

folk CRM offers the ability to connect your Google and Microsoft accounts to sync all of the following:

• Contacts
• Calendar events
• Emails

This makes it essentially effortless to import your entire business into folk CRM with just a few clicks.

In addition to Google and Microsoft integrations, folk CRM also integrates seamlessly with Zapier. This allows for thousands of potential apps to easily integrate with folk.

Here are some that we thought were awesome:

• Slack
• LinkedIn
• Stripe
• Webflow
• Google Forms

At Small Business Bonfire, we use Slack for pretty much all of our communications between teams. So we were pretty psyched to learn that we could pair our favorite messaging app with folk CRM.

Here’s an example of how pairing Slack with folk CRM works through Zapier.

We got it set up within 10 minutes and had the whole team connected.

Ultimately, folk CRM doesn’t offer a ton in the way of innate integrations, but its pairing with Zapier opens up a world of possibilities.

How to Get Started with folk CRM

Getting started with folk CRM was fantastic! We’ll walk you through our journey with folk CRM. Our folk tale, if you will.

We navigated to their website, where we were invited to sign up for a free trial and watch an introduction video.

We watched the video, which was very informative and helpful, then we signed up for the free trial with our email (shown below).

From there, we input the following fields:

• Name
• Workspace name
• How we planned to use folk CRM (team)
• Our use case (partnerships)

Here’s how the layout looked (to give you a better idea of how great it looked).

After that, we were prompted to easily invite all of our teammates, which we did without any hiccups.

One takeaway we had from onboarding with folk CRM was how simple and streamlined everything was (without sacrificing style).

We then connected our Small Business Bonfire Google account with the CRM to import our contacts, events, and emails automatically.

Once we were in (just like magic), we were automating workflow, managing partnerships, and updating contacts with our teammates.

Onboarding with folk CRM was honestly one of the best initial experiences we’ve had (in testing dozens of CRMs).

Is folk CRM Easy to Use?

When it comes to using folk CRM, it was like something from legend (we’re still going with the folk story metaphor here, so just run with it).

It was extremely intuitive from start to finish, with virtually no learning curve or barrier to entry.

From automatically syncing our Google contacts to easily creating and managing deals, folk made it easy from start to finish.

The drag-and-drop interface made it super easy to collaborate and manage our pipelines.

We also found that all the features we needed were easily accessible—no hunting around for hidden gems.

Overall, when asked if folk CRM is easy to use, we give a resounding yes!

folk CRM Customer Service Review

Based on our experience, folk CRM delivers exceptional support service.

They offer the following helpful support features:

• Help center for self-service
• Tutorial videos
• Account setup consultations
• A search bar to navigate tons of articles

During our three months of testing, we had virtually no issues with the platform.

However, to test their support team’s responsiveness, we reached out with a simple question regarding Slack integration.

We received a prompt email the next day (when business hours resumed) from one of their customer service representatives with detailed feedback about how to solve our problem.

Even better, (before we heard back) we solved the issue ourselves by utilizing their incredibly helpful self-service portal.

Overall, we give folk CRM five out of five stars for customer service. One might even say it’s legendary (alright, we’re officially done with the folk puns).